Add Attachment screen

Adds a file attachment to use in activity documentation.

Figure: Add Attachment screen

Add Attachment screen

Prerequisites

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. On the Process Builder screen, on any activity, click Activity Settings Activity Settings icon > Activity Documentation.

    Click Activity Documentation
  3. On the Activity Documentation screen, click the Attachments tab.

    Click Attachments Tab
  4. On the Attachments tab, click Add Attachment.

    Click Add Attachment

Fields

Field NameDefinition

Display Name

Description:
Specifies the name that shows for the attached file for the activity documentation.
Allowed Values:
One line of text (a string) that can have letters, numbers, spaces, and special characters.
Default Value:
None

Choose File

Description:
Specifies the file to add as an attachment for the activity documentation.
Allowed Values:
A file from the list.

This field shows a list of files added on the Import Application Resources screen.

Default Value:
None

Add New Attachment

Opens this Screen:
Import Application Resources screen
Description:
Uploads a file from your local machine, and adds it as the application resources in App Builder.